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Tiptree Inc

137 hedge funds and large institutions have $343M invested in Tiptree Inc in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,114% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $219K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

10% more capital invested

Capital invested by funds: $311M → $343M (+$31.5M)

9% more funds holding

Funds holding: 126137 (+11)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

2.31% less ownership

Funds ownership: 40.26%37.95% (-2.3%)

Holders
137
Holders Change
+11
Holders Change %
+8.73%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
48
Reduced
49
Closed
12
Calls
$4.85M
Puts
$219K
Net Calls
+$4.63M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$200K +$23.7K +1,114 +15%
PFSRSONJ
102
Police & Firemen's Retirement System of New Jersey
New Jersey
$130K
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$130K
SO
104
STRS Ohio
Ohio
$98.8K +$72.3K +3,400 +486%
KK
105
KLP Kapitalforvaltning
Norway
$96.4K
QT
106
Quantbot Technologies
New York
$89.4K +$78.9K +3,711 New
Lazard Asset Management
107
Lazard Asset Management
New York
$85K -$8.02K -377 -10%
CCM
108
Copeland Capital Management
Pennsylvania
$56K -$12.4K -584 -20%
AIP
109
Ameritas Investment Partners
Nebraska
$55.7K
SPIA
110
Steward Partners Investment Advisory
New York
$55.6K
TRCT
111
Tower Research Capital (TRC)
New York
$47.1K +$15.6K +733 +60%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$37K +$15.2K +713 +87%
Walleye Trading
113
Walleye Trading
New York
$32.2K +$28.4K +1,336 New
Canada Life
114
Canada Life
Manitoba, Canada
$29K
AB
115
Amalgamated Bank
New York
$21K +$1.06K +50 +6%
RIL
116
Rothschild Investment LLC
Illinois
$19.8K +$957 +45 +6%
Group One Trading
117
Group One Trading
Illinois
$19K -$22.7K -1,066 -57%
Osaic Holdings
118
Osaic Holdings
Arizona
$15.2K +$13.2K +620 +4,769%
SWM
119
Spire Wealth Management
Virginia
$13K -$14.5K -681 -56%
SCM
120
Sterling Capital Management
North Carolina
$8.19K -$6.12K -288 -46%
BIG
121
Brooklyn Investment Group
New York
$7.3K +$6.44K +303 New
HCA
122
Harbor Capital Advisors
Illinois
$6K +$21 +1 +0.4%
RWM
123
Rialto Wealth Management
New York
$5.3K +$4.68K +220 New
FFA
124
Farther Finance Advisors
California
$4.09K +$3.66K +172 New
C
125
Covestor
United Kingdom
$3K -$787 -37 -23%

TIPT Hedge Fund Activity: Q1 2025 in Review

137 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q1 2025, worth a combined $343M — up 10% from $311M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TIPT positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 49 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $3.51M. The largest seller was Cannell Capital, cutting an estimated $8.42M.

  • 137 institutional investors held Tiptree Inc (TIPT) as of Q1 2025, up from 126 in Q4 2024.
  • Funds reported $343M of Tiptree Inc stock for Q1 2025, up 10% quarter-over-quarter.
  • 23 funds opened new Tiptree Inc positions in Q1 2025 and 12 closed out, a net change of +11 holders.
  • The largest Tiptree Inc buyer in Q1 2025 was Kennedy Capital Management, an estimated $3.51M added.
  • The largest Tiptree Inc seller in Q1 2025 was Cannell Capital, an estimated $8.42M sold.

Based on aggregated 13F filings for Q1 2025.